A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 87,711 shares of TFLO stock, worth $4.43 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
87,711
Previous 88,856 1.29%
Holding current value
$4.43 Million
Previous $4.5 Million 1.4%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$50.42 - $50.66 $57,730 - $58,005
-1,145 Reduced 1.29%
87,711 $4.44 Million
Q2 2024

Aug 09, 2024

BUY
$50.44 - $50.7 $181,230 - $182,165
3,593 Added 4.21%
88,856 $4.5 Million
Q1 2024

May 08, 2024

SELL
$50.47 - $50.7 $10.5 Million - $10.5 Million
-207,292 Reduced 70.86%
85,263 $4.32 Million
Q4 2023

Feb 07, 2024

BUY
$50.37 - $50.75 $1.68 Million - $1.69 Million
33,267 Added 12.83%
292,555 $14.8 Million
Q3 2023

Nov 07, 2023

BUY
$50.46 - $50.74 $6.75 Million - $6.79 Million
133,787 Added 106.6%
259,288 $13.2 Million
Q2 2023

Aug 11, 2023

SELL
$50.42 - $50.67 $90,907 - $91,358
-1,803 Reduced 1.42%
125,501 $6.36 Million
Q1 2023

Apr 28, 2023

BUY
$50.39 - $50.59 $1.72 Million - $1.73 Million
34,216 Added 36.76%
127,304 $6.44 Million
Q4 2022

Feb 13, 2023

BUY
$50.3 - $50.53 $4.68 Million - $4.7 Million
93,088 New
93,088 $4.69 Million

Others Institutions Holding TFLO

About ISHARES TREASURY FLOATING RATE


  • Ticker TFLO
  • Sector ETFs
  • Industry ETFs
More about TFLO
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.